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NewEdge Advisors’s Pacer WealthShield ETF PWS Stock Holding History

NewEdge Advisors’s Portfolio PWS Stock Details PWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,110
Closed -$225K – 4001
2024
Q3 		$225K Sell
7,110
-2,551
-26% -$78.4K ﹤0.01% 1944
2024
Q2 		$285K Sell
9,661
-5,352
-36% -$154K ﹤0.01% 1752
2024
Q1 		$443K Buy
15,013
+80
+0.5% +$2.26K ﹤0.01% 1417
2023
Q4 		$411K Buy
+14,933
New +$392K ﹤0.01% 1386

Other funds holding PWS

OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NewEdge Advisors's PWS Position: Q4 2024 in Review

NewEdge Advisors sold out of Pacer WealthShield ETF (PWS) in Q4 2024, closing a stake of 7,110 shares — an estimated $225K sold.

NewEdge Advisors first reported a position in PWS in Q4 2023 and held it in 4 quarters. The position peaked at $443K in Q1 2024. 16 funds tracked by Wall St. Rank hold PWS as of Q4 2024.

  • NewEdge Advisors reported no remaining Pacer WealthShield ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 7,110 Pacer WealthShield ETF shares in Q4 2024, an estimated $225K.
  • NewEdge Advisors first reported a position in Pacer WealthShield ETF in Q4 2023 and held it in 4 quarters.
  • NewEdge Advisors's Pacer WealthShield ETF position peaked at $443K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.